Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Sell
2025
Q2
$222K Buy
2025
Q1
Sell
2024
Q4
$243K Hold
2024
Q3
$239K Sell
2024
Q2
$249K Sell
2024
Q1
$264K Sell
2023
Q4
$487K Buy
2023
Q3
$393K Buy
2023
Q2
$240K Buy